AUTOMATING TASKS USING SIMPLE AGENTS


Sample agent: Sending documents
Use an agent to send a weekly report to a specific set of users.
You want to send a weekly update report to the other people working on your project. To do so, complete the following steps:

1. Open the application containing the document that you want to send, and then click Create > Agent.

2. In the Agent Properties box, enter Weekly Report in the Name field under the Basics tab.

3. In the Trigger section, select On schedule, and then select Weekly from the list.

4. Click Schedule to open the Schedule dialog box.

5. Enter a day in the On field and a time in the At field, then click OK.

6. For Target, select All new & modified documents, and then close the Agent Properties box.

7. In the Programmer's pane, click the Objects tab in the Info List section, then select Document Selection from the list of objects.

8. Click Add Condition at the bottom of the Programmer's pane to open the Add Condition dialog box.

9. Select the condition Multiple words.

10. Enter the term Weekly Report in field number 1, and then click Add to add the condition to the agent and close the dialog box.

11. Click the Objects tab in the Info List, then select Action from the list of objects.

12. Click Add Action to open the Add Action dialog box.

13. Select Send Document in the Action field.

14. Click Add to add the action to the agent and close the dialog box.

15. Click File > Save to save the agent in the application.

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Related topics
Automating tasks using simple agents
Creating agents